Associate Director, Treasury Specialist

JOB SUMMARY

To provide supports to branch sales staff and clients on Treasury Products (include FX, Structured Products and Bonds) thru phone channel.  

RESPONSIBILITIES

Strategy

• To provide supports to RMs on Treasury Products (include FX, Structured Products and Fixed Income) with accuracy and efficiency
• To collaborate with branch sales staff to broaden active client base and deepen banking relationship with existing clients, particular in Priority Private Segment.
• To work closely with branch sales staff to provide solutions for clients’ reference

Business

• To work close with RM, deepen client's banking relationships; actively explore business potentials and identify solutions to suit the clients’ needs.
• Provide professional and competent service to clients, to facilitate client investment needs and objectives
• Foster and deepen client’s relationships by providing regular market update or portfolio reviews for appropriate follow up calls 
• To meet the agreed KPI target set at scorecard, for both financial and non-financial KPI
• To provide training and coaching support to branch sales staff such that to uplift the sales productivity and product knowledge

Processes

• To execute clients’ order and respond client enquiry accurately and efficiently
• To comply with the guidelines listed in operation manual and IPSP on all sales process

People & Talent

• Be a dedicated Team-Player. Served as mentor and role module of the team
• Self-motivated and be positive thinking
• Be professional and knowledgeable in relevant products
• Ensure ongoing self-development to upskill ourselves with personal skills, product knowledge and market knowledge 
• Support line managers and Business Head to create a positive working environment and drive business priorities and initiatives

Risk Management

• To comply with money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Office and line manager.

Governance

• Strictly follow the Internal and External Guidelines 
• All activities are bounded by Bank Governance frameworks

Regulatory & Business Conduct

• Display exemplary conduct and live by the Group’s Values and Code of Conduct. 
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
• Lead to achieve the outcomes set out in the Bank’s Conduct Principles

Key Stakeholders

Internal Contacts

• Treasury Service Centre (TSC)  non-sales staff 
• For operation and sales supports

Other WM Teams

• To work on the alignment of sales strategies and efficiency across products
• For daily operation supports and exception approvals

Investment Advisory

• To align strategies
• Build synergy between branches and TSC
• Distribution Network 
• To achieve on-bank synergy in delivery of total customer benefit and total business results.

Qualification

• Education     University Preferred 
• Licenses     HKMA RI LICENSES 1 & 4
• Languages     Cantonese, English and Mandarin

Role Specific Technical Competencies

• Investment Product 
• Technical Analysis
• Market Analysis
• Product selling